Jobs at PrimeLending

Administer and analyze incentive compensation plans for mortgage sales employees. Develop compensation addendums, assess plan performance, recommend amendments, validate calculations, interpret plan provisions, and resolve employee or manager compensation concerns. The role partners with Sales, Finance, HR, and Commission Analysts, supports change management, monitors regulatory requirements, conducts competitive assessments, and identifies discrepancies to ensure employees are paid according to plan parameters.

Provides operational support and customer service to financial services clients. Responsibilities include analyzing, triaging, tracking, and resolving client issues; communicating status and next steps; coordinating with internal and external partners; maintaining client relationships and satisfaction; analyzing operational metrics; and developing product expertise. The role requires strong communication, analytical, organizational, computer, and customer service skills, with Series 7 licensing expected within one year.

Supports government investment pool participants through account enrollment, onboarding, maintenance, documentation, data entry, inquiries, reporting, user-access administration, and account research. Processes banking and account changes, maintains electronic and physical records, prepares certification letters and audit confirmations, and assists with newsletters and departmental reports using office and design software.

Summer quantitative trading intern supporting commodities and capital markets through quantitative research and production-grade predictive models. The role develops deep learning, neural network, and large language model applications in PyTorch using large datasets to support trading strategies involving futures, options, and structured products. Responsibilities include model development, quantitative investment strategy support, stakeholder presentations, and collaboration with a lead strategist in an in-person trading environment.

Investigates external fraud cases with minimal supervision, identifies fraud schemes and red flags, documents investigative actions, submits Suspicious Activity Reports, and assesses banking risks. Provides support to branches and call centers, communicates with management, law enforcement, corporations, and agencies, conducts interviews, participates in intelligence meetings, and manages concurrent investigations while following regulatory and departmental standards.

Prepares and reviews SEC financial filings, Federal Reserve regulatory reports, earnings releases, disclosures, and supporting schedules. Performs analytical reviews, validation checks, accounting research, and technical memo preparation. Coordinates reporting inputs across business units, supports new guidance implementation, designs and assesses internal controls, responds to auditors and regulators, and drives process improvements and automation in collaboration with Technology and Finance Optimization teams.

The job description provides company background but does not specify detailed responsibilities, qualifications, technologies, compensation, travel, or clearance requirements for the Product Analyst role.

Supports the IT Enterprise Data team by developing reports and Power BI dashboards, performing data analysis, creating Microsoft Data Factory integrations, and maintaining data warehouse reporting requirements. The intern also assists with data integrity and normalization, software testing and implementation, report generation, and agile scrum activities while collaborating with data managers and the data director.

Manages investment portfolios for affluent individuals, families, corporations, and charitable organizations. Executes trading, rebalancing, tactical decisions, tax strategies, and portfolio reviews according to approved investment policies. Analyzes performance, risk, attribution, market developments, and investment strategies; contributes to research, client communications, prospect meetings, and relationship reviews. Presents recommendations and market commentary while supporting account reviews and other investment projects.

Summer intern supporting the Public Finance team through financial data analysis, client memo and presentation preparation, proposal development, disclosure assistance, and collaboration with traders and public finance bankers. The role includes municipal finance training, exposure to traded products, client interaction shadowing, and professional development in investment banking. This is an in-person internship running from May 24 through July 30, 2027.

Performs quality assurance reviews of consumer and commercial lending activities, loan documentation, regulatory reporting data, and operational processes. Validates information against source records, identifies discrepancies and compliance exceptions, documents findings, recommends corrective actions, and supports issue resolution. The role specifically supports HMDA, CRA, and SBSF reporting through data validation and reconciliation while collaborating with lending and operations teams.

Independently underwrites and manages complex public finance portfolios, including governmental, institutional, and nonprofit relationships. Analyzes financial data, conducts annual reviews, tests covenants, prepares credit memos, manages risk ratings, and structures transactions. Partners with relationship managers and credit officers on pricing, approvals, renewals, and modifications. Develops client relationships, identifies cross-sell opportunities, mentors junior staff, and supports portfolio growth while maintaining credit quality and compliance with bank policies.

Leads regional growth across Central and Northern California by identifying market opportunities, executing expansion strategies, recruiting and developing financial advisors, and increasing client acquisition, assets under management, and revenue. The role analyzes competitive and demographic data, supports advisor business planning and performance management, fosters advisor excellence, and ensures alignment with regulatory, compliance, and corporate objectives.

Provides administrative and client-account support for the Wealth Management Oil and Gas department. Duties include new account setup, trust account maintenance, transaction processing, client assistance, committee documentation, reporting, document control, account research, and support for audits, compliance, marketing materials, and special projects.

Reviews mortgage loan applications and supporting documents for compliance with TBA and MRB/MCC housing finance programs. Calculates borrower income, responds to lender and issuer questions, monitors pipelines, manages extensions and cancellations, and communicates missing documentation. Maintains lender records and credentials, supports online reservation systems, provides customer service, identifies process improvements, and cross-trains in accounting and related department functions.

Reviews post-closing loan documentation for discrepancies, collateral deficiencies, lien requirements, filings, appraisals, inspections, and compliance items. Maintains collateral and loan information in tracking systems, creates and resolves exception items, reviews borrower and guarantor entity documents, manages UCC lien filings, and monitors certificates of good standing. Supports lending staff, participates in special projects, and completes ongoing training.

Delivers instructor-led, virtual, and in-person training for financial advisors and support staff. Supports onboarding, answers technology and process questions, coordinates training schedules, tracks attendance and completion, maintains records, and updates training materials. Communicates policy and system changes while partnering with Operations, Compliance, and Technology teams to ensure accurate information. Occasional travel, overtime, and weekend work may be required.

Manages a portfolio of non-performing and adversely graded commercial, real estate, and select consumer loans. Identifies credit risk, recommends risk grades and reserves, develops workout and recovery strategies, negotiates with borrowers, coordinates legal actions, evaluates enforcement options, maintains criticized-asset reporting, and supports audits and regulatory examinations.

Summer intern supporting the Public Finance team through financial data analysis, client memo review, presentation and proposal development, disclosure assistance, and shadowing traders and public finance bankers. The role provides hands-on exposure to municipal finance, investment banking, trading desk products, client interactions, and financial services initiatives. This is an in-person internship running May 24 through July 30, 2027.

Summer Wealth Management Intern supporting advisors and company initiatives. Responsibilities include training on industry software and regulations, delivering securities presentations, archiving and converting files, updating advisor websites, researching technology and marketing, and assisting with summer marketing efforts. The role provides exposure to branch operations, wealth advisors, investment strategies, and financial services career opportunities.